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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,034 | $76,551-63.4% | $123,894-77.4% | $62,881-55.4% |
| Participation rate | 43.6% | 73.0%-29.4pp | 81.4%-37.8pp | 69.3%-25.7pp |
| Annual return | 7.95% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $465 | $2,882-83.9% | $4,617-89.9% | $2,281-79.6% |
| Participant deferral / active EE | $2,591 | $4,840-46.5% | $5,984-56.7% | $3,203-19.1% |
| Admin fee / account holder | $3,821 | $4,826-20.8% | $8,357-54.3% | $4,296-11.0% |